2024-10-25T16:05:23-05:00 2023-12-31 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990PF 2023-01-01 843908058 THE ARLYN GILBOA FOUNDATION ARLY 7249418625 6301 BEACON STREET PITTSBURGH PA 15217 KEREN Y GILBOA PRESIDENT & TREASURER 7249418625 2024-10-10 1 1 KIMBERLY A RYAN P00829977 3142903300 2023 2024-10-15 13:58:12Z X 5268316 X X 753 753 150316 150316 4247 524139 4247 155316 155316 0 0 0 50493 50493 0 4642 655 0 25 0 25 55160 51148 25 213505 213505 268665 51148 213530 -113349 104168 107993 171623 171623 3658368 3425907 4556774 326795 326795 283154 239614 254237 256765 4332770 4178562 5268316 0 0 X 4332770 4178562 4332770 4178562 4332770 4178562 4332770 -113349 0 4219421 40859 4178562 PUBLICLY TRADED SECURITIES 11355 11912 -557 -557 PUBLICLY TRADED SECURITIES 512784 507980 4804 4804 4247 1448 0 1448 0 1448 1480 0 1000 0 2480 36 996 996 0 0 0 0 0 0 0 0 0 0 0 0 1 PA 1 0 1 0 0 1 N/A KEREN Y GILBOA 7249418625 6301 BEACON STREET PITTSBURGH PA 15217 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KEREN Y GILBOA 6301 BEACON STREET PITTSBURGH PA 15217 PRESIDENT & TREASURER 1.00 0 0 0 NOAM C GILBOA 6301 BEACON STREET PITTSBURGH PA 15217 VICE PRESIDENT 1.00 0 0 0 AMIT GILBOA 6301 BEACON STREET PITTSBURGH PA 15217 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 4883939 184013 0 5067952 0 0 5067952 76019 4991933 249597 249597 1448 1448 248149 0 248149 0 248149 213530 0 213530 248149 0 0 84134 13841 97975 213530 0 0 0 213530 0 34619 34619 63356 0 0 0 0 0 0 0 63356 49515 13841 X PITTSBURGH SYMPHONY ORCHESTRA 600 PENN AVENUE PITTSBURGH PA 15222 PC GENERAL SUPPORT 75000 UNIVERSITY OF PITTSBURGH PO BOX 640093 PITTSBURGH PA 152640093 PC GENERAL SUPPORT 127000 WORLD UNION FOR PROGRESSIVE JUDAISM 1 W 4TH STREET STE 517A NEW YORK NY 10012 PC GENERAL SUPPORT 9005 DREAMS OF HOPE PO BOX 4912 PITTSBURGH PA 152060912 PC GENERAL SUPPORT 2500 213505 0 14 753 14 150316 18 4247 0 155316 0 155316 0 0 0 0 0 0 0 0 0 0 HARBOR BOND INSTITUTIONAL 60000 52826 INVESCO DYNAMIC CREDIT OPPTY 57306 55900 PIMCO INCOME INSTL 54489 47252 VANGUARD INTERM-TERM INV 50000 44198 VANGUARD LONG-TERM BOND 50000 39835 VANGUARD LONG-TERM INVES 55000 43143 A T & T INC 50964 33560 ABBOTT LABORATORIES 75885 110070 ABBVIE INC 95287 170467 ALPHABET INC. 25057 28186 AMAZON.COM INC 18454 22791 AMGEN INC. 117726 172812 APPLE INC 61753 96265 BHP GROUP LTD 24670 34155 BLOCK INC 32559 11603 BRISTOL-MYERS SQUIBB 25463 25655 BROADCOM INC 22249 27906 CARRIER GLOBAL CORP 11220 28725 CATERPILLAR INC 64899 147835 CLOROX CO 69445 71295 CONSOLIDATED EDISON 63311 68227 CONSTELLATION BRAND 97616 120875 COSTCO WHOLESALE CO 82543 264032 CSX CORP 33774 52005 DOLLAR GENERAL CORP 53721 67975 DOMINION ENERGY INC 56256 35250 DUPONT DE NEMOURS INC 56558 53851 ENBRIDGE INC 35524 36020 FIRST REPUBL 5.125% PFD 49633 130 FIRST TRUST ENERGY INFRA 14805 16460 FLAHERTY & CRMRN PRF AND 71304 49400 FREEPORT-MCMORAN INC 17236 21285 HERSHEY CO 73240 93220 HOME DEPOT INC 118423 207930 INTERNTNL PAPER 72316 54225 INVESCO FINANCIAL 37549 29160 INVESCO VARIABLE RATE 63224 57700 ISHARES TIPS BOND ETF 22847 21498 ISHRS 10 YR INVEST GRADE 62123 52690 JOHN HANCOCK INCOME SECU 36928 27200 KINDER MORGAN INC 14718 17640 LAB CO OF AMER HLDG 11015 11364 MEDTRONIC PLC 82186 70023 MICROSOFT CORP 74707 282030 NEXTERA ENERG 6.219% PFD 23535 20712 OTIS WORLDWIDE CORP 15692 22368 PACER TRENDPILOT US BOND 53457 40940 PAYCHEX INC 30115 59555 PEPSICO INC 54164 84920 PIMCO INCOME STRATEGY II 35182 25305 PPG INDUSTRIES INC 53607 74775 PROCTER & GAMBLE 40419 73270 PROSHARES HIGH YILD INT 41395 37740 PUBLIC STORAG 5.15% PFD 49819 47420 REPUBLIC FIRST 5.5% PFD 49607 180 RTX CORP 121209 130417 S&P GLOBAL INC 86797 176208 SOUTHERN CO 63230 87650 STANLEY BLACK & DECK 55559 34335 THERMO FISHER SCNTFC 51861 119428 TRAVELERS COMPANIES 64060 95245 ULTA BEAUTY INC. 79997 146997 UNITEDHEALTH GRP INC 64817 157941 VANGUARD LONG TERM COR 51877 44083 VANGUARD REAL ESTATE 39708 44180 VERIZON COMMUNICATN 49703 37700 VIRTUS DIVD INT & PREM 32937 31500 VISA INC 99317 182245 VORNADO REALT 68363 45000 WALT DISNEY CO 52292 45145 BANK OF AMERICA 5% PFD AT COST 24885 21530 PUBLIC STORAGE AT COST 90817 122000 QWEST CORP 6.75%PFD AT COST 48377 20340 W. R. BERKLEY CO 5.7%PFD AT COST 73820 75510 WEYERHAEUSER AT COST 16338 17385 INVESTMENT INCOME TIMING DIFFERENCES 40859 MISCELLANEOUS EXPENSE 25 0 25 INVESTMENT MANAGEMENT FEES 50493 50493 0 ARLYN GILBOA CHARITABLE REMAINDER TRUST 6301 BEACON STREET PITTSBURGH PA 15217 FOREIGN TAX PAID 655 655 0 EXCISE TAX DUE ON PRIOR YEAR RETURN 1507 0 0 CURRENT YEAR ESTIMATED TAX PAYMENT 1480 0 0 CURRENT YEAR EXTENSION PAYMENT 1000 0 0